00:00Let's go.
00:30Sales by Customer Detail, Sales by Item Summary, at Sales by Item Detail, gamit po ang procedure ng Customize Report.
00:38Dahil pareho lang na po naman, gamitin lang natin yung mga detail na report.
00:43Umpisa po tayo dito sa Sales by Customer Detail.
00:45Click natin.
00:48Ngayon po, mga customer yung nakikita natin dito kasi nga, yung report natin, Sales by Customer Detail.
00:55Pero pwede din natin ma-segregate ito or makita lang yung mga sales rep na transaction dito.
01:01Gamit po itong Customize Report na button.
01:04Sa ating previous lesson, nagamit na natin ito para mahimay na mabuti yung ating mga report.
01:10Ang sales rep din ay magsisilbing segregator ng ating mga transaction, per sales representative.
01:16Click natin.
01:18Pag-click po natin sa Customize Report, talabas po itong window ng Modify Report, Sales by Customer Detail.
01:24Galing po tayong display.
01:25Lipat po tayo dito sa Filters.
01:31Dito sa Filters, puto mo na tayo dito sa Choose Filter na Field.
01:37Siyempre, ang lesson natin tungkol sa Rep or Sales Representative, itype natin dito Rep.
01:44Nung nasearch natin yung Rep, lumabas po siya dito sa Filter na Section.
01:48I-click natin.
01:49Dapat, nakahighlight po siya ng green.
01:52Pagkatapos, dito naman tayo sa mayroong drop-down arrow sa right side.
01:57Piliin natin yung sales rep na ginawa natin.
02:00Kunwari, gusto kong silipin yung benta natin kay Agent Seal 1.
02:05Ganun lang.
02:07Tapos, click OK.
02:10At ayun po.
02:12Ito po yung mga transaction natin kay Agent Seal 1.
02:17Si Company Customer 1 lang.
02:20Ulitin natin, pero ngayon, si Sales Agent 2 naman.
02:24Balik lang tayo.
02:25Sa Customize Report na button.
02:29Tapos, dito sa Modify Report.
02:32Galing display, lipat po tayo sa Filters.
02:36Then, dito sa Search.
02:38Ngayon po, isearch natin ang Rep or Rep.
02:42Nung na-search natin, lumabas po siya sa Filter.
02:45Dapat, i-click po natin ito para ma-highlight ng green.
02:48Pag na-highlight na po siya ng green,
02:52lipat tayo sa right side.
02:53Tapos, galing kay Agent Seal 1, lipat naman tayo kay Agent Seal 2.
03:00Ayan, nakapili na po yung Agent Seal 2 sa ating Rep.
03:04Tapos, click natin yung OK.
03:06Naging Company Customer 2.
03:10Isa pang filter.
03:12Pagsamayin natin sila.
03:13Customize Report ulit tayo.
03:18Tapos, galing display na tab.
03:20Lipat tayo sa Filters na tab.
03:22Ganun pa rin, si Rep pa rin ang isearch natin.
03:25Nung nakita natin, i-highlight natin ang green.
03:27Tapos, dito sa right side.
03:29Imbis na itong dalawang pipiliin natin,
03:32piliin natin itong Multiple Sales Rep.
03:35Click natin.
03:37Pag-click natin, may lalabas pa isang window.
03:40At dito, pwede natin piliin.
03:42Itong dalawang Sales Rep natin.
03:46Pag na-check na natin yung dalawa,
03:48click natin yung OK.
03:49Tapos, OK ulit.
03:51At sila lang po yung lalabas.
03:54Lumalabas po dito na
03:55Customer ang nakalagay,
03:57pero alam natin na isa dito
03:59kay Sales Agent 1
04:00at kay Sales Agent 2
04:01ng mga Sales Representative.
04:04Pwede nyo po itong subukan
04:05sa iba pang report.
04:06At ganun din po ang magiging resulta.
04:12Item by Summary naman tayo.
04:17Customize Report.
04:21Filters.
04:21Tapos Rep.
04:26Sales Agent 1 lang yung papakita natin
04:29or yung i-view natin
04:31and click OK.
04:33Yun.
04:34Ito lang po yung mga transaction natin
04:36kay Agent Sale 1
04:37na Sales Representative.
04:39Wala pong marka
04:41na Sales Agent 1
04:42pero alam natin
04:43na kay Agent Sale 1 ito
04:44dahil
04:44na nag-customize tayo
04:47sa ating Rep.
04:51Siya po yung pinili natin.
04:52kaya alam natin
04:54kahit wala pong nakadisplay
04:55na Agent Sale 1
04:56sa ating report dito,
04:57alam natin na
04:59sa kanya po ito na belong.
05:03Pero kung gusto nyo pa rin
05:04ma-view na pure Sales Representative
05:06lang pa rin,
05:07dito po tayo
05:08sa Sales
05:09tapos
05:10Sales by Rep Summary
05:11at Sales by Rep Detail.
05:14Kung pupunta din tayo
05:15sa ating Customer Center
05:16dito sa Homepage
05:17by clicking
05:18Customer Center na button
05:21or dito sa Customer Center
05:23sa Menu Bar
05:24tapos Customer Center
05:25dahil pareho lang po yan.
05:28I-click ko muna
05:29itong Show Full List Only
05:32tapos
05:32di ba may nakikita
05:33kayong mga columns dito
05:34apat na column
05:35Name
05:35Balance Total
05:37Notes
05:37saka Attach.
05:39Dito po
05:39i-right-click na natin
05:40sa White Area
05:41o sa Blank Area
05:43tapos
05:43hanapin natin
05:44itong Customize Columns.
05:48Paglabas nito
05:51hanapin natin
05:52itong Rep
05:53hanapin po natin
05:55itong Rep
05:56dito sa section
05:57ng Available Columns.
05:59I-click natin
06:00dapat nakahighlight
06:01ng green
06:02tapos
06:03click natin ang Add
06:04para lumipat siya
06:06sa Chosen Columns.
06:08Tapos
06:08i-move natin
06:09ng konti
06:10up para
06:11katabi siya
06:11ng Name
06:13then click OK.
06:16Katabi ng Name
06:17natin
06:18yung mga naka-assign
06:19na Sales Representative
06:21si Agent Sale 1
06:22at si Agent Sale 2.
06:24Gamit po
06:25yung column ng Rep
06:26malalaman natin
06:27kung sinong Customer
06:28yung merong mga Sales Representative
06:29at sino may mga
06:30walang Sales Rep.
06:34Kaya
06:34mabuti pong
06:35gawin nyo ito
06:36para
06:36aware po kayo
06:37sino po yung mga
06:38Customer
06:38na mayroong Sales Rep
06:39at yung mga
06:40walang Sales Rep.
06:41At least
06:42makikita nyo
06:42yung progress dito.
06:44Tapos
06:44since nandito na rin
06:45tayo sa Customer Center
06:46pwede natin
06:47i-right-click
06:48yung ating Customer
06:49tapos
06:49Edit Customer Job
06:50tapos
06:51Additional Info
06:52dito na rin tayo
06:53mag-assign.
06:56Ilalagay natin
06:57sa ating mga Customer.
07:06Para hindi natanong
07:07ng tanong si QuickBooks
07:07tuwing magtatansak tayo.
07:19Ayan po
07:20dahil meron tayong Sales Rep
07:22dito
07:22at in-assign na natin
07:23kaagad
07:23gamit ng Customer Center
07:26pang magtatansak na tayo
07:27sa ating email
07:28invoice
07:29hindi na tayo
07:30tatanongin
07:30ng QuickBooks ulit.
07:32Kunwari
07:33si Company Customer 4
07:35meron na siyang
07:36Sales Rep dito.
07:40Ganun lang.
07:44Pero
07:45kunwari
07:46si Company Customer 3
07:50binago natin dito
08:19ma-warning
08:22dito sa invoice
08:23dito sa invoice
08:24yes lang po ninyo
08:25at automatic
08:26ma-update na din po
08:27yung Customer Center
08:28natin
08:29na magbabago na
08:30yung naka-assign
08:31sa kanya
08:32na Sales Rep.
08:36Kaya ganun na po
08:37kasimple
08:37yung paggamit
08:38ng Sales Rep
08:38dito sa ating QuickBooks.
08:40Subukan nyo po
08:40mag-assign
08:41kung meron po
08:42kayong mga
08:42Sales Representative
08:43na binibigyan nyo po
08:44ng komisyon
08:44base po
08:45sa kanilang benta.
08:46sa kanilang benta.
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